Part Requests Process

If a technician purchased a part, needs a part, wants to restock a part or used a part - these will display in HQ within Parts Requests. The parts department can then assign the request to themselves or others to fulfill that request.  TIP: For purchased parts, we highly recommend when using the parts request to enter in the details needed and take a picture of the receipt. This allows the parts department to add the part from the back end and charge a price of their choice.    

To request a part(s) within the Service app, follow the below steps:

1. To initiate a part request from the work order details screen, select the three dots in the top-right corner and choose Part Request, or tap the + icon within the parts card. In this example, we’ll use the + icon option.

   

2. From the parts list, press [Part Request]. NOTE: If the technician has multiple part locations assigned, they will need to select the appropriate part location first.

   

   
   

3. The Part Request form is now displayed. Note: Fields marked with an * are required.

   A) Part #1: Enter the part number, description, and quantity. Tip: Use the magnifying glass to search for a part from assigned locations.

   B) Request Details: Priority is set to Normal by default. Tip: Dealerships can define their own levels (Low, Normal, High, Critical), such as shipping priorities (e.g., Low for UPS Ground, Normal for 3-Day, High for 2-Day, Critical for Overnight).

   C) Attached Pictures: Select Add Picture to attach images. Once added, attachments can be managed in this section. Note: If Company Settings > Service Settings > Part Request Settings specifies a required picture count, the technician must add at least that many images. Tip: To request additional parts, click Add More.